Walmart Inc.
WMT- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000104169
In the last 90 days, Walmart Inc. insiders filed 0 open-market purchases and 8 sales; 4,427 institutions reported holding it in 13F filings for Q2 2026, worth $336.1B in total; 4 superinvestors hold it, including Gates Foundation Trust and Soros Fund Management.
13F holders, Q1 2026
Institutional positions in Walmart Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,468
- +122 vs. Q4 2025
- Shares held
- 2.90B
- +483.3M (+20.0%) vs. Q4 2025
- Total value
- $360.0B
- +$90.8B (+33.7%) vs. Q4 2025
- New holders
- 287
- 1,732 more added
- Sold out
- 165
- 1,979 more reduced
69 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,427 | $336.1B |
| Q1 2026 | 4,468 | $360.0B |
| Q4 2025 | 4,415 | $325.6B |
| Q3 2025 | 4,030 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,464 | $225.1B |
| Q2 2024 | 3,320 | $188.6B |
| Q1 2024 | 3,211 | $166.5B |
| Q4 2023 | 3,090 | $145.1B |
| Q3 2023 | 2,930 | $147.2B |
| Q2 2023 | 2,882 | $143.0B |
| Q1 2023 | 2,858 | $131.1B |
| Q4 2022 | 2,813 | $123.6B |
| Q3 2022 | 2,608 | $112.7B |
| Q2 2022 | 2,626 | $106.3B |
| Q1 2022 | 2,733 | $131.7B |
| Q4 2021 | 2,733 | $127.6B |
| Q3 2021 | 2,489 | $122.1B |
| Q2 2021 | 2,501 | $121.8B |
| Q1 2021 | 2,492 | $113.9B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LMCG Investments, LLC | 102,705 | $12.8M | 0.76% | −1,262−1.2% | Reduced |
| Baker Chad R | 102,675 | $12.8M | 2.41% | 00.0% | Unchanged |
| Alphinity Investment Management Pty Ltd | 102,605 | $12.8M | 0.22% | −22,741−18.1% | Reduced |
| Freestone Capital Holdings, LLC | 102,592 | $12.8M | 0.39% | −2,303−2.2% | Reduced |
| Hodges Capital Management Inc. | 102,557 | $12.7M | 1.05% | −1,643−1.6% | Reduced |
| Diversify Wealth Management, LLC | 99,256 | $12.7M | 0.23% | +28,360+40.0% | Added |
| O'Brien Greene & Co. Inc | 102,213 | $12.7M | 3.60% | −1,918−1.8% | Reduced |
| Centaurus Financial, Inc. | 101,984 | $12.7M | 0.60% | −6,774−6.2% | Reduced |
| New Age Alpha Advisors, LLC | 101,853 | $12.7M | 0.59% | −49,165−32.6% | Reduced |
| GFS Advisors, LLC | 101,199 | $12.6M | 0.89% | +20.0% | Added |
| Legacy Private Trust Co. | 101,122 | $12.6M | 0.78% | −12,208−10.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 101,009 | $12.6M | 0.54% | +95,975+1,906.5% | Added |
| Sargent Investment Group, LLC | 100,925 | $12.5M | 1.65% | +1,038+1.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 100,213 | $12.5M | 6.58% | −372−0.4% | Reduced |
| Investment Advisory Services Inc | 99,473 | $12.4M | 3.93% | −2,026−2.0% | Reduced |
| Cantor Fitzgerald, L. P. | 99,301 | $12.3M | 0.45% | +99,301 | New |
| Nicolet Bankshares Inc | 99,048 | $12.3M | 0.45% | +79,817+415.0% | Added |
| YHB Investment Advisors, Inc. | 99,129 | $12.3M | 0.88% | +843+0.9% | Added |
| Change Path, LLC | 98,974 | $12.3M | 0.29% | +7,130+7.8% | Added |
| Advanced Asset Management Advisors Inc | 98,441 | $12.2M | 3.38% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 98,299 | $12.2M | 0.41% | +8,953+10.0% | Added |
| Darwins River Capital, LP | 98,147 | $12.2M | 6.53% | +98,147 | New |
| Plato Investment Management Ltd | 97,998 | $12.2M | 0.82% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 97,901 | $12.2M | 1.70% | −6,511−6.2% | Reduced |
| Phoenix Holdings Ltd. | 97,593 | $12.2M | 0.12% | −36,979−27.5% | Reduced |
| Robinhood Asset Management, LLC | 97,455 | $12.1M | 0.88% | −20,191−17.2% | Reduced |
| Iyo Bank, Ltd. | 96,073 | $11.9M | 4.25% | +19,501+25.5% | Added |
| Rossmore Private Capital | 95,872 | $11.9M | 1.05% | −160−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 95,884 | $11.9M | 0.81% | −3,597−3.6% | Reduced |
| Financial Advisory Service, Inc. | 95,876 | $11.9M | 0.74% | +1,239+1.3% | Added |
| Tradewinds, LLC. | 89,994 | $11.8M | 3.82% | −5,852−6.1% | Reduced |
| Opus Investment Management Inc | 95,000 | $11.8M | 7.04% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 94,896 | $11.8M | 0.68% | −11,410−10.7% | Reduced |
| Constitution Capital LLC | 94,863 | $11.8M | 5.89% | +7,035+8.0% | Added |
| BKD Wealth Advisors, LLC | 94,786 | $11.8M | 0.22% | +2,924+3.2% | Added |
| Rockland Trust Co | 94,709 | $11.8M | 0.47% | −8,977−8.7% | Reduced |
| Los Angeles Capital Management LLC | 94,592 | $11.8M | 0.05% | −86,859−47.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 94,515 | $11.7M | 0.28% | −1,404−1.5% | Reduced |
| Flputnam Investment Management Co | 93,982 | $11.7M | 0.17% | +836+0.9% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 93,700 | $11.6M | 0.56% | −6,612−6.6% | Reduced |
| Wealthspire Advisors, LLC | 93,465 | $11.6M | 0.09% | −18,419−16.5% | Reduced |
| Tyche Wealth Partners LLC | 93,262 | $11.6M | 1.79% | +640+0.7% | Added |
| Royal Fund Management, LLC | 92,867 | $11.5M | 1.11% | −94,723−50.5% | Reduced |
| Asset Planning Services Inc | 92,830 | $11.5M | 5.06% | −450.0% | Reduced |
| Community Bank, N.A. | 92,781 | $11.5M | 1.37% | −3,147−3.3% | Reduced |
| AMJ Financial Wealth Management | 92,639 | $11.5M | 2.73% | +6,345+7.4% | Added |
| Caliber Wealth Management, LLC | 92,446 | $11.5M | 1.26% | +214+0.2% | Added |
| Tulsa Wealth Advisors, INC | 92,325 | $11.5M | 2.01% | −51,149−35.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 92,100 | $11.5M | 0.46% | −20,653−18.3% | Reduced |
| Inscription Capital, LLC | 92,059 | $11.4M | 1.20% | −7,802−7.8% | Reduced |
| Western Wealth Management, LLC | 91,670 | $11.4M | 0.44% | +21,461+30.6% | Added |
| Dana Investment Advisors, Inc. | 91,084 | $11.3M | 0.34% | −3,894−4.1% | Reduced |
| Coston, McIsaac & Partners | 91,010 | $11.3M | 2.55% | −4,370−4.6% | Reduced |
| Signal Advisors Wealth, LLC | 90,786 | $11.3M | 0.77% | −13,615−13.0% | Reduced |
| Alerus Financial NA | 90,513 | $11.2M | 0.56% | +1,430+1.6% | Added |
| Amarillo National Bank | 90,333 | $11.2M | 1.98% | +5,243+6.2% | Added |
| Chickasaw Capital Management LLC | 90,120 | $11.2M | 0.40% | −1,430−1.6% | Reduced |
| Baugh & Associates, LLC | 90,092 | $11.2M | 4.84% | −1,107−1.2% | Reduced |
| Patton Albertson Miller Group, LLC | 90,039 | $11.2M | 1.33% | −1,865−2.0% | Reduced |
| Capital International Sarl | 90,014 | $11.2M | 0.18% | +12,929+16.8% | Added |
| Raab & Moskowitz Asset Management LLC | 89,846 | $11.2M | 2.48% | −1,304−1.4% | Reduced |
| Atomi Financial Group, Inc. | 89,830 | $11.2M | 0.34% | +110.0% | Added |
| Weik Capital Management | 89,703 | $11.1M | 4.44% | −4,632−4.9% | Reduced |
| CSM Advisors, LLC | 89,344 | $11.1M | 0.27% | +70,785+381.4% | Added |
| Gladstone Institutional Advisory LLC | 88,219 | $11.0M | 0.41% | −5,380−5.7% | Reduced |
| Mattern Capital Management, LLC | 88,217 | $11.0M | 1.31% | −54,972−38.4% | Reduced |
| Ausdal Financial Partners, Inc. | 88,197 | $11.0M | 0.49% | −440.0% | Reduced |
| NBC Securities, Inc. | 88,066 | $10.9M | 0.82% | −3,909−4.3% | Reduced |
| Confluence Wealth Services, Inc. | 87,835 | $10.9M | 0.42% | +15,584+21.6% | Added |
| Kepler Cheuvreux (Suisse) SA | 87,818 | $10.9M | 0.72% | −9,115−9.4% | Reduced |
| United Capital Management of KS, Inc. | 87,371 | $10.9M | 1.65% | −1,247−1.4% | Reduced |
| Hennessy Advisors Inc | 86,900 | $10.8M | 0.39% | −3,000−3.3% | Reduced |
| Permanens Capital L.P. | 86,688 | $10.8M | 1.39% | +285+0.3% | Added |
| Frank, Rimerman Advisors LLC | 86,661 | $10.8M | 0.71% | +1,246+1.5% | Added |
| Strategy Asset Managers LLC | 86,200 | $10.7M | 1.76% | −13,244−13.3% | Reduced |
| Spring Capital Management, LLC | 86,109 | $10.7M | 5.41% | −2,753−3.1% | Reduced |
| Colonial Trust Co | 85,892 | $10.7M | 1.45% | −2,440−2.8% | Reduced |
| Capital Investment Counsel, LLC | 85,760 | $10.7M | 1.46% | −576−0.7% | Reduced |
| Coastline Trust Co | 85,670 | $10.6M | 1.06% | +200+0.2% | Added |
| Addenda Capital Inc. | 85,100 | $10.6M | 0.30% | 00.0% | Unchanged |
| AMG National Trust Bank | 85,075 | $10.6M | 0.23% | +15,395+22.1% | Added |
| NovaPoint Capital, LLC | 84,832 | $10.5M | 2.65% | +1,687+2.0% | Added |
| Syon Capital LLC | 84,588 | $10.5M | 0.53% | −2,829−3.2% | Reduced |
| Kentucky Retirement Systems | 133,575 | $10.5M | 0.78% | −139,586−51.1% | Reduced |
| Smith, Salley & Associates | 84,391 | $10.5M | 0.53% | −2,709−3.1% | Reduced |
| Marble Wealth, LLC | 83,998 | $10.4M | 1.83% | −6,355−7.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 83,957 | $10.4M | 2.25% | −14,471−14.7% | Reduced |
| Schnieders Capital Management, LLC. | 83,954 | $10.4M | 1.66% | −5,727−6.4% | Reduced |
| GAM Holding AG | 83,710 | $10.4M | 0.91% | +3,435+4.3% | Added |
| Evergreen Capital Management LLC | 83,513 | $10.4M | 0.23% | +2,735+3.4% | Added |
| Modern Wealth Management, LLC | 83,316 | $10.4M | 0.18% | +11,107+15.4% | Added |
| Raiffeisen Bank International AG | 84,098 | $10.4M | 0.15% | +29,415+53.8% | Added |
| Catalytic Wealth RIA, LLC | 83,521 | $10.4M | 0.43% | +4,626+5.9% | Added |
| Washington Trust Advisors, Inc. | 83,180 | $10.3M | 0.84% | −245−0.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 83,086 | $10.3M | 2.91% | −448−0.5% | Reduced |
| Banco BTG Pactual S.A. | 83,000 | $10.3M | 2.01% | +83,000 | New |
| Berger Financial Group, Inc | 82,993 | $10.3M | 0.58% | −6,950−7.7% | Reduced |
| Denali Advisors LLC | 82,963 | $10.3M | 1.15% | −142−0.2% | Reduced |
| Sterling Capital Management LLC | 82,900 | $10.3M | 0.20% | +12,709+18.1% | Added |
| Koshinski Asset Management, Inc. | 82,711 | $10.3M | 0.64% | −3,242−3.8% | Reduced |